Cap-xx Share Discussion Threads

[tradeforce] 04/12/2020 11:10

I have been buying a few more this morning, very little stock about had to pay over the odds on two lots.

[basem1] 04/12/2020 11:04

Just like the old days all this buying I remember riding this up in and out from 2.6p to 15p Quite a ride it was I remember trading it and getting locked out a few times made me around 30k thoughBack in this time at an average of 5.76

[mad foetus] 04/12/2020 09:27

And of course I don't think the court case is factored into the current price at all

[mad foetus] 04/12/2020 08:53

Good work Matt. Potential is immense and with rumours that TSLA are going to be placing billions of stock, simply buying CPX is surely the cheapest way to resolve this mess

[meijiman] 03/12/2020 11:16

If it did IPO it would help crystalise a value for CPX. It's an intriguing thought that each EV maker may need serious supercap technology to support its business.
It was rumoured that cpx had an offer some years ago.

[celeritas] 03/12/2020 10:20

Alternately, Maxwell's experience with Tesla raises the possibility that Skeleton could be acquisition target of an EV maker as well.

[celeritas] 01/12/2020 13:30

Allenby Capital TMT Update - 30.11.20 - CPX.L
CAP-XX Ltd* (CPX.L, 6.8p/£30.1m)
AGM update: New production lines shipping in December (25.11.20)
• Following the successful installation of the former Murata production lines in CAP-XX's new facility at Seven Hills,
Sydney, the company is now in the process of manufacturing product for the first product shipments to customers in December. This is in line with the company's previous guidance.
• Management reports strong levels of enquiries for the new DMF, DMT and DMT lines and the level of the order book provides confidence for the outlook for CY21, in spite of the challenging macro-economic picture.
• The total order book (including its existing product set) has increased by more than 10% in the three weeks since the company announced its FY results (03.11.20). As at FY20 (June), the company reported that its order book was more than double the value at the same time in the previous year.
• CAP-XX continues its twin strategy of product manufacturing and IP licensing and will turn to litigation where necessary. The company reports further progress in the pursuit of its various licensing and patent infringement cases. Allenby Capital comment: An encouraging update and the move into production with the Murata lines represents a major milestone for the company. As previously argued, COVID-19 created a number of additional challenges for what was already an ambitious project. Limiting the impact to a three-month delay and coming in within budget will represent a considerable achievement. The levels of enquiries for the products from the new lines as well as the growth in the order book for CAP-XX's existing product set is also positive. The second revenue stream of IP licensing offers the potential for high margin revenue. There was some progress in the case against Maxwell Technologies/Tesla earlier this month with the case referred to a magistrate judge for alternate dispute resolution (ADR) but also a timetable was set out on how the case will proceed.

[mattjos] 30/11/2020 11:28

irrespective of the IP infringement case, the mkt cap is just all wrong given where the business is now.

[donald pond] 30/11/2020 10:46

Interestingly now that TSLA has moved to SPY, there are rumours of a $10bn placing to help out ETFS that would otherwise have to buy in the market. You would have thought if the claim had any merit lobbing a few million CPX's way and perhaps having a future licensing deal would be the easy option. It wouldn't take much to be totally transformative for CPX

[celeritas] 30/11/2020 09:32

It's the start of a new era for cpx, next year should go gangbusters. I urge anyone to read post 6212 from mattjos for what could be a huge added bonus.

[meijiman] 30/11/2020 08:51

Indeed...and when Tesla is forced to buy the company it will have to pay a decent price. Hee hee.

[roofer2] 30/11/2020 08:09

Brilliant start to the week, institutions are adding yet more shares to their holdings, no brainer at these prices !
Imo

R2

[sidam] 28/11/2020 22:47

That is really very helpful.
Thank you very much indeed.

[bomber13] 28/11/2020 17:39

Please see Allenby's archived research dated 29th November , 2019 -

[dozey3] 28/11/2020 17:07

I’m not greedy. Just o.oo1% of Tesla’s cap will do.

[sidam] 28/11/2020 16:51

Does anyone have a copy of the Allenby note written at the time of the acquisition. I think it gave projections once the line was up and running. If you have could you please post the revenue, pbt and eps numbers. Their latest note is of no use in this respect.

[celeritas] 27/11/2020 15:05

Delayed trades again.

[celeritas] 27/11/2020 14:28

Added a few more today, I thought a few traders would have jumped back out. I see no real stopping here in single figures.

[donald pond] 27/11/2020 11:34

I'd be surprised if there was any swift resolution to the court case. Key thing for me is that it doesn't cost too much or eat into management time. Tesla will be quite happy to delay and run up costs I'd have thought.

[meijiman] 27/11/2020 11:16

Having a think on...the best strategy may be to inform Jeff Bezos out of Amazon about these IP matters. Apparently Jeff Bezos and Elon Musk cannot stand the sight of each other.As an Amazon Prime member I'm sure my email will receive the immediate attention of Mr Bezos who would like nothing better than to get one over on Musk..and also prevent him reaching number 1 in the wealth stakes!

Quite pleased this has paused for breath..helps consolidate the share price before the next upward move. Very cheap for what they have.

[mauricemonkey] 26/11/2020 23:57

I'm long and the bull case looks strong with orders flowing in.
Bear case - execution risk and the r&d costs to stay ahead.

I'll be topping up though

[mattjos] 26/11/2020 22:22

Now breaking out, with good volume, from a 10-year weekly candle downtrend ... A rare occurrence and not be to ignored, imo.Still a remarkably low mkt cap given how transformational Revs from the ex-Murata production lines will shortly be accruing directly to the company.One might reasonably hesitate to buy were it trading at 20p / share but, at under 7p? Ridiculously cheap, imo. I don't see any pullbacks being anything other than fleeting as the maths are remarkably easy to do for those considering to buy in sub-10p

[rayrac] 26/11/2020 22:11

Yes, could be some adventure here!

Could you update us on the FT story, tidy 2, please?